|
5201
|
WJ Wealth Management
Glendale,
Arizona
|
$150M
|
+$118M
|
+366%
|
0.18%
|
90.6%
|
57
|
31.58%
|
|
|
5202
|
IDG-Accel China Capital GP II Associates
Hong Kong
|
$150M
|
-$28.5M
|
-16%
|
15.8%
|
–
|
2
|
0%
|
|
|
5203
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$150M
|
-$1.99M
|
-1%
|
0.13%
|
140%
|
121
|
15.7%
|
|
|
5204
|
Mosaic Advisors
Houston,
Texas
|
$150M
|
-$3.18M
|
-2%
|
0.85%
|
50.9%
|
46
|
28.26%
|
|
|
5205
|
Activest Wealth Management
Aventure,
Florida
|
$150M
|
+$17.1M
|
+13%
|
0.94%
|
105%
|
417
|
27.58%
|
|
|
5206
|
HBC Financial Services
Seattle,
Washington
|
$150M
|
+$2.06M
|
+1%
|
0.67%
|
12.6%
|
203
|
11.82%
|
|
|
5207
|
SVB Investment Services
Salt Lake City,
Utah
|
$150M
|
+$24K
|
+0%
|
1.02%
|
–
|
38
|
5.26%
|
|
|
5208
|
BHF RG Capital
Scottsdale,
Arizona
|
$150M
|
+$3.05M
|
+2%
|
0.65%
|
–
|
33
|
30.3%
|
|
|
5209
|
OCO Capital Partners
New York
|
$150M
|
+$6.14M
|
+4%
|
8.35%
|
679%
|
3
|
0%
|
|
|
5210
|
Financial Avengers
Oakland,
California
|
$150M
|
+$1.94M
|
+1%
|
0.22%
|
108%
|
161
|
3.73%
|
|
|
5211
|
Quantamental Technologies
White Plains,
New York
|
$150M
|
+$36.5M
|
+32%
|
3.11%
|
24.2%
|
425
|
78.59%
|
|
|
5212
|
Trinity Financial Advisors
Columbus,
Ohio
|
$149M
|
+$6.69M
|
+5%
|
1.38%
|
69.5%
|
55
|
9.09%
|
|
|
5213
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$149M
|
+$17.4M
|
+13%
|
0.81%
|
225%
|
183
|
32.79%
|
|
|
5214
|
Legal Advantage Investments
Los Altos Hills,
California
|
$149M
|
+$3.06M
|
+2%
|
0.93%
|
105%
|
82
|
10.98%
|
|
|
5215
|
Meridian Financial Partners
Warrenton,
Virginia
|
$149M
|
+$2.6M
|
+2%
|
0.73%
|
73.1%
|
82
|
9.76%
|
|
|
5216
|
First National Bank of South Miami
South Miami,
Florida
|
$149M
|
+$2.36M
|
+2%
|
0.73%
|
35.2%
|
344
|
4.65%
|
|
|
5217
|
Banco de Sabadell
Miami,
Florida
|
$149M
|
-$1.41M
|
-0.9%
|
1.54%
|
75.1%
|
129
|
32.56%
|
|
|
5218
|
Cottage Street Advisors
Marion,
Massachusetts
|
$149M
|
-$19.7M
|
-12%
|
0.57%
|
91.4%
|
106
|
20.75%
|
|
|
5219
|
ESA Global Value Fund
Grand Cayman,
Cayman Islands
|
$149M
|
+$260K
|
+0.2%
|
0.59%
|
–
|
5
|
0%
|
|
|
5220
|
Michael & Susan Dell Foundation
New York
|
$149M
|
-$34.1M
|
-19%
|
9.53%
|
238%
|
3
|
0%
|
|
|
5221
|
Cox Capital Management
Andover,
Massachusetts
|
$148M
|
-$715K
|
-0.5%
|
2.54%
|
95.3%
|
81
|
7.41%
|
|
|
5222
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$148M
|
-$13.4M
|
-8%
|
2.21%
|
196%
|
120
|
67.5%
|
|
|
5223
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$148M
|
+$8.3M
|
+6%
|
0.46%
|
66%
|
78
|
7.69%
|
|
|
5224
|
Israel Discount Bank of New York
New York
|
$148M
|
–
|
–
|
0.61%
|
37.3%
|
84
|
–
|
|
|
5225
|
FOCUS Wealth Advisors
Houston,
Texas
|
$148M
|
+$4.04M
|
+3%
|
0.69%
|
63.8%
|
42
|
9.52%
|
|